Podcast Episodes
Back to SearchWednesday: US core CPI higher-than-expected
US core inflation was stronger than expected in February. Bond yields rose, but stock markets shrugged it off. India’s CPI was held up by food prices…
2 years, 2 months ago
Tuesday: Just how sticky is US inflation?
Markets are in a holding pattern as traders wait to see how sticky US inflation was in February. Japan’s recession was revised away. The Bank of Japa…
2 years, 2 months ago
Monday: When a demographic dividend fades
US non-farm payrolls were mixed, allowing markets to keep betting the Fed will start cutting in June. The ECB may cut before the Fed. The yen is risi…
2 years, 2 months ago
Friday: Markets eye June cuts from Fed & ECB
US stocks and gold surge to fresh record highs. The ECB is set to cut rates in June. China’s exports beat expectations and all eyes are on US non-far…
2 years, 2 months ago
Thursday: US Fed to cut rates this year
Jerome Powell say the Fed can cut rates this year, sending stocks up and Treasury yields down. Australian growth may be bottoming out. Gold rose over…
2 years, 2 months ago
Wednesday: China targets 5% growth again
China is targeting 5% GDP growth again, but debate is intense on how it’ll get there. Gold and bitcoin hit record highs. Australian exports are helpi…
2 years, 2 months ago
Tuesday: Gold near record high on rate cut bets
Global stock and bond markets are mostly steady ahead of Fed testimony and non-farm payrolls data later this week. Gold lurched up to near record hig…
2 years, 2 months ago
Monday: Eyes ahead to ECB, Bank of Canada
Interest rate markets are poised for interest rate decisions in Europe and Canada this week. US stocks hit fresh record highs, as did gold after more…
2 years, 2 months ago
Friday: Inside India's surging demand for copper
US inflation data met forecasts and markets still see the Fed cutting later this year. India’s GDP growth data overnight was much stronger than expec…
2 years, 2 months ago
Thursday: Central bank buying bolster gold
The Kiwi dollar falls 1.3% after the RBNZ pivots away from rate hike talk. The Aussie dollar is down 0.75% after softer-than-expected inflation data.…
2 years, 2 months ago